Wholesaler experiencing the benefits of TechCanary’s robust, powerful
and highly-customizable agency management system built in Salesforce

August 08, 2017 09:00 AM Eastern Daylight Time

MILWAUKEE--(BUSINESS WIRE)--TechCanary,
a provider of a cloud-based, analytics-driven insurance solution and the
#1 insurance solution inside the Salesforce CRM platform, today
announced Amalgamated
Insurance Underwriters (AIU), a New York-based property and casualty
insurance program wholesaler, is successfully in production with
TechCanary’s Insurance Platform, Canary AMS, after a short three-week
implementation. Additional functionality was developed and deployed over
an additional six weeks to make for a robust, highly customized, and
modern agency management system built inside Salesforce.

AIU’s objective in selecting and implementing TechCanary was two-fold:
establishment of a customer-focused and efficient operating environment
able to exceed customer expectations, and creation of highly automated
processes to support the company’s rapid growth with minimal additional
expense.

Commenting on the successful implementation, Daniel Gleich, principal
with AIU, said, “We selected TechCanary to provide a software solution
that was compatible with Salesforce and could handle our wholesale
insurance needs. TechCanary provides us with a super-simple platform,
with tremendous flexibility, and a very helpful implementation and
development tech team. We are extremely pleased with the early in
production results and look forward to adding additional functionality
and reaping even greater benefits.”

Highlights of the benefits and new capabilities Amalgamated is already
experiencing with the TechCanary platform include:

New quote and underwriting capabilities – For example: new questions,
fire history search

Integration with Outlook Exchange enabling the addition of emails and
attachments with a click

“Congratulations to Amalgamated on the successful implementation of a
modern technology environment that will enable them to meet their short-
and long-term vision. We believe the TechCanary platform is ideal for
wholesalers like Amalgamated who typically have unique requirements and
need a system that is flexible, powerful and highly-customizable,” said
Reid Holzworth, TechCanary CEO and founder.

TechCanary’s Insurance Platform is a cloud-based, analytics driven
solution, well-suited for agencies, brokerages, MGAs, GAs, wholesalers
and carriers. Built inside the world's #1 CRM platform Salesforce, the
TechCanary solution offers a complete ACORD data structure, support for
all lines of business in P&C, life, health and benefits, integration
with both email and phone, and all browsers and mobile devices. The
platform enables efficient management of the entire insurance sales and
service process from lead to sale to ongoing customer support, including
renewal. Robust out of the box real-time analytics is included along
with fully user-configurable automation and workflows. TechCanary
clients can choose from over 3,000 add-on pre-integrated Apps, enabling
easy expansion of capabilities and quick-to-value deployment. TechCanary
professional services are also available for setup, data migration,
deployment, configuration assistance, and ongoing support.

About Amalgamated Insurance Underwriters

Founded in 2015, Amalgamated Insurance Underwriters is an up and coming
property and casualty insurance program syndicator with a strong market
niche and competitive edge. Its exclusive insurance program is
specifically for the multi-family market with rates 15% - 20% below
typical market rates. For more information visit www.aiu-usa.com.

About TechCanary

TechCanary was born from one insurance professional’s dissatisfaction
with available agency management and business automation offerings.
Leveraging Salesforce to build a system to successfully manage his own
business, Reid Holzworth subsequently founded TechCanary in 2013, making
the insurance sales and service productivity platform commercially
available. Today, as the #1 insurance solution available on Salesforce,
the TechCanary platform supports the sales and service process for all
lines of insurance business and for all insurance entities from agency
to carriers. To learn more about TechCanary, please call 414-446-3999 or
visit www.techcanary.com.